Anic Equity¶
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Total return since start: 0.555 %¶
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Equity now: -----------------------------> 47497.05 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46102.14 Kr¶
PnL: ---------------------------------------> -786.43 Kr¶
DD now: ---------------------------------> -2.33 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-19 09:17:59.374342'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -1.980000 | 3083.600000 | 112.600000 | 3.790000 | 2971.000006 |
| HEBA B | 70 | -2.370000 | 2744.000000 | 108.000000 | 4.100000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 0.000000 | 3005.000000 | 78.000000 | 2.660000 | 2927.000000 |
| Corem Property Group B | 59 | -0.190000 | 636.610000 | 59.610000 | 10.330000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | -5.810000 | 399.000000 | 44.000000 | 12.390000 | 355.000000 |
| Norva24 Group | 16 | 0.670000 | 576.000000 | 33.000000 | 6.080000 | 543.000000 |
| HMS Networks | 2 | -0.960000 | 704.400000 | 31.400000 | 4.670000 | 673.000000 |
| OEM International B | 7 | -0.500000 | 558.600000 | 30.600000 | 5.800000 | 527.999997 |
| Boozt | 12 | -2.580000 | 1678.800000 | 24.800000 | 1.500000 | 1653.999996 |
| Intrum | 4 | -0.290000 | 551.200000 | 24.200000 | 4.590000 | 527.000000 |
| MedCap | 2 | -0.450000 | 444.000000 | 23.000000 | 5.460000 | 421.000000 |
| Coor Service Management Hold. | 8 | -0.510000 | 548.800000 | 16.800000 | 3.160000 | 532.000000 |
| Eastnine | 4 | -0.310000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| SAAB B | 8 | -0.420000 | 3387.200000 | 10.200000 | 0.300000 | 3377.000000 |
| AcadeMedia | 12 | -0.670000 | 565.200000 | 8.200000 | 1.470000 | 557.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 569.100000 | 7.100000 | 1.260000 | 562.000005 |
| Securitas B | 6 | -0.290000 | 572.640000 | 2.640000 | 0.460000 | 570.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.460000 | 247.920000 | 1.920000 | 0.780000 | 246.000000 |
| Swedbank A | 3 | -0.260000 | 565.650000 | 1.650000 | 0.290000 | 564.000000 |
| Creaspac SPAC | 6 | -0.410000 | 576.600000 | -0.400000 | -0.070000 | 577.000002 |
| Resurs Holding | 22 | -0.990000 | 573.540000 | -0.460000 | -0.080000 | 573.999998 |
| Essity B | 2 | 0.420000 | 572.600000 | -1.400000 | -0.240000 | 574.000000 |
| Handelsbanken A | 5 | 0.460000 | 543.500000 | -2.500000 | -0.460000 | 546.000000 |
| Essity A | 4 | 0.000000 | 1144.000000 | -5.000000 | -0.440000 | 1149.000000 |
| CTEK | 13 | -1.340000 | 526.500000 | -7.500000 | -1.400000 | 533.999999 |
| Karnov Group | 9 | -0.170000 | 527.400000 | -8.600000 | -1.600000 | 536.000004 |
| Midsona B | 63 | -1.210000 | 567.630000 | -15.370000 | -2.640000 | 582.999984 |
| Nordea Bank Abp | 29 | -0.370000 | 3426.640000 | -27.360000 | -0.790000 | 3453.999992 |
| Vivesto | 1368 | 0.000000 | 569.910000 | -43.090000 | -7.030000 | 612.999432 |
| International Petroleum Corp. | 5 | -1.870000 | 550.000000 | -44.570000 | -7.500000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.090000 | 3741.500000 | -108.500000 | -2.820000 | 3850.000000 |
| OX2 | 18 | -1.120000 | 1510.200000 | -153.800000 | -9.240000 | 1663.999992 |
| Axfood | 13 | -0.930000 | 3594.500000 | -161.500000 | -4.300000 | 3756.000001 |
| Fasadgruppen Group | 35 | 0.000000 | 3447.500000 | -363.500000 | -9.540000 | 3810.999990 |
| Ovzon | 52 | -3.310000 | 2886.000000 | -476.000000 | -14.160000 | 3361.999992 |
| TOTAL | 46102.140000 | -786.430000 | -2.32951% | 46888.564618 |
Updated:¶
'2023-01-19 09:18:11.941431'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
